Tag Archives: RFP

Why Most Retirement Plan Advisor or Recordkeeper Searches Are Not Subject to the RFP Requirements of the Sponsoring City or District

By Jeff Chang Many cities and their retirement plan investment advisors believe that the city must periodically issue an RFP for defined contribution plan recordkeeping or investment advisory services in accordance with the city’s RFP policy or ordinance. Having reviewed … Continue reading

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Tips On Selecting a Retirement Plan Adviser When You Can’t Meet Them in Person

By Jeff Chang Over the past several months, we have seen a number of public agency clients struggle through the process of evaluating and selecting a retirement plan adviser based only on generic questionnaires, a few phone calls, and an … Continue reading

Posted in fiduciary, Investments, Plan Administration | Tagged , , , | Comments Off on Tips On Selecting a Retirement Plan Adviser When You Can’t Meet Them in Person